Daniel Khachab is the co-founder and CEO of Choco. He critiques the German government's planned subsidies for Intel's chip plant, advocating for direct backing of GPU market leaders.
Opinion
Khachab: Europe lacks AI sovereignty because it misses chips, energy, and models
“In Europe today, We're not producing the chips. We're not producing the energy. We don't have the foundational layer models. So in that sense, these countries that don't possess those three elements are not really sovereign countries when it comes to AI.”
Opinion
Khachab: European regulation does not hold back most SaaS or marketplace startups
“Look, there's certain heavily regulated industries, and I don't know them very well, but I'm sure eventually they're at a disadvantage. But that doesn't hold, for example, for most of SaaS, and also neither for most of marketplaces.”
Opinion
Khachab: Investors should short Europe under the current government status quo
“So I think status quo, we have to be short. Government is just, yeah.”
Insight
Khachab: Reaching a $1B valuation weakens startup urgency and attracts safe players
“Now the real downside to me is that it's at one billion mark, because once we become unicorn and people think, oh, we've made it. Like we've done, we, we're great now. Kind of people get less hungry. And then you get applications of people who look for a safe …”
Prediction Not checkable as stated
Khachab: AI will replicate years of proprietary software development by 2028
“This thing is going to learn how to code in no time. And maybe not now, maybe not next year, maybe 27, maybe in 28, like where's our technological mode is going to be? Like it might just be gone, like anyone maybe able to replicate what we have built over year…”
Prediction Not checkable as stated
Khachab: Future software companies will sell virtual AI employees, not features
“But in the future, we are more or less selling an employee. And like, you know, here's a very highly competent employee that is, that has specific skills, sorry, to perform in your company.”